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Director, Wealth & Asset Management
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|Salary||£35k to £45k|
|Sector||Wealth & Asset Management|
A global Asset Manager has a number of requirements both contract and permanent in their client reporting team.
The successful candidate will be expected to:
Provide SORP reporting support to segregated and pooled strategic clients.
Acting as the first port of call for all escalated enquiries Client Reporting Manager whilst maintaining excellent working relations with internal key business areas at all times
Manage end to end production and delivery processes within pre-set deadlines for your allocation of client reports providing wider service assistance as required by the team
Own and co-ordinate the successful resolution of client enquiries from start to finish, liaising and utilising expertise from around the business in order to meet deadlines
Attend fund manager, product briefings and conference calls where required and take sole responsibility for projects, client reporting changes and operational meetings when opportunities arise
Prepare both standard and complex client reports, audit packs and data provision for new business pitches using your knowledge of systems and our product range
To apply for the role candidates should have:
Experience of Asset Management
Some experience and a keen interest in client reporting
Strong Excel skills and the ability to improve and enhance processes.
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